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Articles tagged "configure" returned 100 results.
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Amending Drop Options
...Options to appear in your own custom order. Find the Dropdown field > click on the 3 dots on the right hand side > Configure > Configure Drop Options Close...
Configuring the Generic Phone Integration
...Configure next to the Generic Phone (CTI HTTP) integration Against the Default Profile select Edit Profile Users Select the Users to enable Save Close modal 4. Configure Users The final...
Account Portal Management
...in the Account Portal. Close modal For each option you can go into Settings to Configure Sublist Close modal Configure Sublist The Sublist Settings tab will be displayed. Close modal...
Configuring the Microsoft Outlook Integration
...Synchronisation to form a two-way link between Gold-Vision and Outlook Appointment creation and management. Close modal Configure Outlook Integration Configure a service account user for Office 365. For further information...
Configuring Time
To configure Time, Administrator users will have to define the working day hours in the Settings area and Screen Design the Time section onto the required Gold-Vision Records This video...
Portal Overview
...on your system. Step by step process Install the Portal Portal Management Configure Account or Activity Pages Style your Portal Configure Portal Settings Enable Portal Access Configure Portal Role Management...
Managing Projects
...modal the different types of Projects that your business is running Close modal Both fields can be configure using the Screen Designer. To find out more on how to configure...
User Mail Tracking Setup with Basic Authentication
...outside of this can be configured separately. Enabling User Mail Tracking Step 1 – Required Global Settings Before the user mail tracking is configured please ensure the Global Mail Tracking...
Configuring the SharePoint Online Integration
...you will need to enable the integration Select the “Manage” tab under the integration area Click Configure next to the Sharepoint Online integration Check the Enabled box Save Tip If...
Managing your Sage 50 integration
Once you have access to your integration, you can manage it as follows: Configure the integration Go to Settings are and search for Integration Mappings: Close modal And select Sage...